ByteDance is on track to spend over $1 billion annually on Microsoft Azure cloud and AI services. The TikTok parent company has reportedly become one of Microsoft’s largest global AI customers.
The Beijing-based firm accesses OpenAI models through Microsoft’s platform. This arrangement allows Microsoft to set its own policies for offering technology in China, where OpenAI does not sell models directly.
Microsoft’s AI business flourishes despite increasing U.S.-China tech rivalries and AI restrictions. Other significant Chinese customers include Ant Group, Meituan, and Tencent.